Weston Packard
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Handoff to Sales
Handoff to Sales Once the marketing team have qualified a prospect, they can assign this lead for sales follow up in the Sales Handoff entity. Step 1: To use a sales handoff, start with creating a...
Add New Item Button
When using the Marketing Calendar, you have the option to create a new record from one of the available entity types. Simply click on the plus sign at the top right of the calendar to select which ...
Contact Us Form - Template
Purpose The Contact Us Form template is designed with a follow-up you can use for staying connected with your customers who submit a contact form. While it's intended for a contact form, you can us...
Data Syncing and the SQL Server
How the Data Syncs When Click interacts with Dynamics web services we do not make any direct connections to the SQL Server. So to synchronize data, our application connects to Dynamics web services...
Bounced or Blocked Emails from Campaign Automations
Campaign Automation emails receive the same statistics of bounces, blocks, unsubscribes and more on the related Email Send record as well as provide some overall stats for you to see the performanc...
Opt-In Subscription Management FAQs
By default Click will send to anyone for whom there is a valid email address, no unsubscribe record, and no opt-out for a particular subscription list. Changing to the opt-in only method will enfor...
Content Blocks
Content Blocks are the most basic element of a Drag and Drop Email Template. Content Blocks are added to Sections and are used to display specific types of content within the template, such as text...
Setup an Email CNAME
Setting up an Email link CNAME is not required in order to properly track and record link clicks. However, setting up the Email link CNAME is recommended because it presents more consistent corpora...
Viewing Social Posts and Social Clicks within Dynamics
This article will discuss how to view the Social Posts and Clicks within Dynamics that have been generated via the Social Platform. Please be sure you check out our documentation on how to set this...
Set Up X (Twitter) Profile
Twitter (X) is one of several social platforms that can be integrated with the Click Social Marketing feature powered by Oktopost. You may include Twitter Profiles and set up these integrations via...